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You need to recommend a diversified investment portfolio for a college who currently has $100M in cash The answer should present and approach based on
You need to recommend a diversified investment portfolio for a college who currently has $100M in cash
The answer should present and approach based on historical asset class performance
- The College wishes is targeting a minimum annual return of 10.4%
- The College is moderately risk averse and would prefer a diversified portfolio of investments that approximates a market risk (beta=1) and fixed income investments with an average weighted duration of 4 years.
- The College does not wish to support and invest in Fossil fuel companies, companies doing business in countries with a record of human rights violations and companies without environmental, diversity and inclusion programs
- The College does not have any international or domestic limitations on the portfolio
- The College does not consider digital currencies (crypto) an asset class, but could be persuaded if you can make the case!
- The College is a tax-exempt entity, so tax considerations of investments are not applicable
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